Institutional Ownership Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG). We have compiled data on the 363 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,132
shares
|
$247,835
0.0% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
3,119
shares
|
$246,806
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
3,063
shares
|
$242,375
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
3,061
shares
|
$242,216
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
3,037
shares
|
$240,317
0.07% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,010
shares
|
$238,181
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,000
shares
|
$237,390
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
2,974
shares
|
$235,332
0.12% of portfolio
|
Q4 2024
Reduced 91.47%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2,969
shares
|
$234,936
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
2,959
shares
|
$234,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,916
shares
|
$230,743
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
2,896
shares
|
$229,160
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
2,865
shares
|
$226,707
0.05% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,856
shares
|
$225,995
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,781
shares
|
$220,060
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,715
shares
|
$214,837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,690
shares
|
$212,859
0.13% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
2,413
shares
|
$190,940
0.04% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
2,400
shares
|
$189,912
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,255
shares
|
$178,438
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,164
shares
|
$171,237
0.02% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
2,148
shares
|
$169,971
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,136
shares
|
$169,021
0.09% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,094
shares
|
$165,698
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,947
shares
|
$154,066
0.02% of portfolio
|
Q4 2024
Added 3.34%
|